Tag Archives: Annaly

Is Annaly A Sleep Well At Night Investment?

By Brad Thomas: It’s hard to describe Annaly Capital Management (NLY) as a “sleep well at night” REIT. Maybe the real story is the continued evolution of its business model into a “real estate fund” rather than a mortgage REIT. … Continue reading

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Annaly Has Bottomed: Multiple Reasons To Run For The Hills

By Brad Thomas: Enough already! How many Annaly Capital Management (NLY) articles can there be on Seeking Alpha? One of my New Year’s Resolutions was to be nice to Mortgage REITs, that is, to try not to throw darts at … Continue reading

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Annaly Dividends Should Benefit From The Current Interest Rate Environment

By Sebastien Couvidat: Recent articles on Seeking Alpha pertaining to mortgage real estate investment trusts [mREITs] focus on their loss in book value [BV] in the 2nd quarter of 2013. These articles ignore or downplay the likely increase in mREITs’ … Continue reading

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Annaly Capital: Less Pre-Payments, More Profit Potential, More Secure Dividends

By Regarded Solutions: For quite some time, one of the biggest hurdles faced by Annaly Capital (NLY), as well as the other agency backed mREITs, were all of the refinancing and pre-payments of existing FHA mortgages. Whether it was due … Continue reading

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Can Annaly Capital Management’s Reduced Dividend Be Sustained?

By Ron Hiram: In response to a more adverse business environment, Annaly Capital Management, Inc. (NLY) has been reducing its dividend: (click to enlarge) Figure 1: NLY dividends The most recent dividend announcement occurred on December 18, 2012, and the … Continue reading

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Dissecting The Third Quarter American Capital Agency And Annaly Capital Management Earnings Releases

By James Shell: We have been following the Annaly Capital Management (NLY) and American Capital Agency (AGNC) quarterly earnings releases for some time now. The original intent of this was to try to predict which of these two mortgage REITs … Continue reading

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Annaly Capital: A Bond Fund In Disguise

By Shaun Lee: Annaly Capital Management Inc Over the years, I’ve taken a look at Annaly Capital (NLY) a few times. My main problem with NLY then was that I just don’t understand the business, and hence couldn’t identify the … Continue reading

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